Zywave · Schema

InviteRequest

Payload describing a set of invitations to send to recipients derived from lists, accounts, contacts, or prior invitations.

CompanyInsuranceInsurance AgenciesBrokerageEmployee BenefitsMCP

Properties

Name Type Description
listIds array The IDs of static lists from which recipients should be derived.
accountIds array The IDs of accounts to invite directly.
accountContactIds array The IDs of account contacts to invite directly.
invitationIds array The IDs of existing invitations the send should reference (used for series).
toolPackageIds array The IDs of tool packages to attach to the invitation.
portalId integer The ID of the portal the invitation targets. Required.
subject stringnull The email subject line.
header stringnull The email header text.
emailBody stringnull The email body (HTML or text).
actionText stringnull The call-to-action text rendered in the email button.
sendFromUser boolean Whether the email should be sent from the acting user rather than a shared sender.
agencyDomainId integernull The ID of the agency mail domain to send from. Falls back to default if not owned by the agency.
type object The type of invitation being sent.
bulkReinvite boolean Whether this is a bulk reinvite (processed as a background job).
bulkInviteNew boolean Whether this is a bulk invite for new contacts (processed as a background job).
isSeries boolean Whether this send represents part of an invitation series.
scheduledDate string The date/time the invitation should be sent (used for scheduled sends).
fromEmailAddress stringnull Optional override for the from-email address. Defaults to the configured notification address.
View JSON Schema on GitHub

JSON Schema

zywave-invite-request-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "https://raw.githubusercontent.com/api-evangelist/zywave/main/json-schema/zywave-invite-request-schema.json",
  "title": "InviteRequest",
  "description": "Payload describing a set of invitations to send to recipients derived from lists, accounts, contacts, or prior invitations.",
  "x-generated": "2026-10-13",
  "x-method": "derived",
  "x-generator": "derive-json-schema.py",
  "x-source": "openapi/zywave-client-engagement-v3-openapi.json#/components/schemas/InviteRequest",
  "type": "object",
  "additionalProperties": false,
  "required": [
    "portalId",
    "type"
  ],
  "properties": {
    "listIds": {
      "type": "array",
      "description": "The IDs of static lists from which recipients should be derived.",
      "items": {
        "type": "integer",
        "format": "int32"
      }
    },
    "accountIds": {
      "type": "array",
      "description": "The IDs of accounts to invite directly.",
      "items": {
        "type": "integer",
        "format": "int32"
      }
    },
    "accountContactIds": {
      "type": "array",
      "description": "The IDs of account contacts to invite directly.",
      "items": {
        "type": "integer",
        "format": "int32"
      }
    },
    "invitationIds": {
      "type": "array",
      "description": "The IDs of existing invitations the send should reference (used for series).",
      "items": {
        "type": "integer",
        "format": "int32"
      }
    },
    "toolPackageIds": {
      "type": "array",
      "description": "The IDs of tool packages to attach to the invitation.",
      "items": {
        "type": "integer",
        "format": "int32"
      }
    },
    "portalId": {
      "type": "integer",
      "description": "The ID of the portal the invitation targets. Required.",
      "format": "int32",
      "maximum": 2147483647,
      "minimum": 1
    },
    "subject": {
      "type": [
        "string",
        "null"
      ],
      "description": "The email subject line.",
      "maxLength": 512,
      "minLength": 0
    },
    "header": {
      "type": [
        "string",
        "null"
      ],
      "description": "The email header text.",
      "maxLength": 512,
      "minLength": 0
    },
    "emailBody": {
      "type": [
        "string",
        "null"
      ],
      "description": "The email body (HTML or text).",
      "maxLength": 65536,
      "minLength": 0
    },
    "actionText": {
      "type": [
        "string",
        "null"
      ],
      "description": "The call-to-action text rendered in the email button.",
      "maxLength": 128,
      "minLength": 0
    },
    "sendFromUser": {
      "type": "boolean",
      "description": "Whether the email should be sent from the acting user rather than a shared sender."
    },
    "agencyDomainId": {
      "type": [
        "integer",
        "null"
      ],
      "description": "The ID of the agency mail domain to send from. Falls back to default if not owned by the agency.",
      "format": "int32",
      "maximum": 2147483647,
      "minimum": 1
    },
    "type": {
      "description": "The type of invitation being sent.",
      "oneOf": [
        {
          "$ref": "#/$defs/InviteType"
        }
      ]
    },
    "bulkReinvite": {
      "type": "boolean",
      "description": "Whether this is a bulk reinvite (processed as a background job)."
    },
    "bulkInviteNew": {
      "type": "boolean",
      "description": "Whether this is a bulk invite for new contacts (processed as a background job)."
    },
    "isSeries": {
      "type": "boolean",
      "description": "Whether this send represents part of an invitation series."
    },
    "scheduledDate": {
      "type": "string",
      "description": "The date/time the invitation should be sent (used for scheduled sends).",
      "format": "date-time"
    },
    "fromEmailAddress": {
      "type": [
        "string",
        "null"
      ],
      "description": "Optional override for the from-email address. Defaults to the configured notification address.",
      "format": "email",
      "maxLength": 255,
      "minLength": 0
    }
  },
  "$defs": {
    "InviteType": {
      "type": "string",
      "description": "The kind of invitation being sent.",
      "x-enumNames": [
        "Unknown",
        "ClientPortal",
        "BenefitDocumentBuilder"
      ],
      "enum": [
        "Unknown",
        "ClientPortal",
        "BenefitDocumentBuilder"
      ]
    }
  }
}

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